Articles by Rob Enderle

Results 201-220 of 1141 for Rob Enderle
OPINION

Tech Industry Changes and the Emergence of a World IT Army

We are in the beginning phases of unanticipated change as a consequence of a number of international disasters The pandemic not only forced us to shift to support work-from-home, but it also resulted in the Great Resignation by people who decided that they really did not want to go back to a job they hated....

OPINION

Why Pat Gelsinger May Need To Take Intel Private

Earlier this month Intel CEO Pat Gelsinger gave a lengthy presentation on his plans for the company. It was a comprehensive talk addressing issues that ranged from competitive performance to finding a solution for the massive processor shortage that is crippling U.S. manufacturing The latter was driven home recently when I looked to replace one of ...

OPINION

Nvidia, Jaguar, Land Rover Partner To Build the Car of Tomorrow

When it comes to self-driving cars, those that make them and those that drive them seem to be living on different planets. The industry seems to think consumers want horizontal elevators that take them where they want to go, while consumers do not want to give up driving nor do they currently trust a computer to motor them around Jaguar is a compan...

OPINION

Why Commercial Space Travel Is Unlikely To Scale Up

I grew up with stories like Robert A. Heinlein's "Have Spacesuit—Will Travel" and the idea that we will someday get on a space liner to view the stars. But these stories were written long before we understood the time it would take to make these trips possible, the adverse impact of space travel on humans, and the unbelievable costs that would be incurred...

OPINION

AMD vs. Facebook Financial Performance: Why Leadership Matters

Last week both AMD and Facebook released financial results. The one similarity I see between the two companies is that their stocks are undervalued AMD got there by massively overachieving expectations, while Facebook got there by blowing out costs and tanking growth, causing the stock to drop by over 25 percent. Mark Zuckerberg is estimated to hav...

OPINION

Intel’s Mega-Site Fab Is Critical to the US Tackling International Conflicts

Intel this month announced a US$20 billion plan tied to the CHIPS for America Act that promised to build in Ohio the largest semiconductor factory (fab) in the U.S. This is the single largest investment in Ohio's history, and the result will be like an arcology, a self-contained city This deal will be crucial to the United States' ability to both ...

OPINION

How To Fix the Autonomous Electric Car Demand Problem

The automotive market is moving rapidly to make and sell autonomous vehicles, but the studies I've seen suggest that two out of three drivers don't want them I've seen this resistance to new technology several times over the years. In cars, we had the early voice technology that replaced idiot lights, automatic seatbelts that wrapped around your ne...

The Coolest Stuff From CES 2022

This year I did not go to CES again because of the pandemic. I was less worried about being in Las Vegas than I was about the travel to and from the event because the infection rate where I live is a bit off the charts. As a result, I rarely leave home In any case, much of the event is streamed, and I was able to find several things that caught my ...

OPINION

CES 2022 Predictions

This is the first week of the new year and, given how 2020 and 2021 were, I am feeling a bit of trepidation that 2022 could be worse The first big consumer event of 2022 is CES, and I still argue it's way too soon after the holidays for a show that makes you want to spend more money just days after assessing the hole in our wallets from buying Chri...

OPINION

When the Metaverse Comes to Life

Originally published Aug. 9, 2021. This story is brought to you today as part of our Best of ECT News series The Siggraph virtual conference takes place this week and Nvidia is doing the opening keynote....

OPINION

The Tech Industry 2021 Product of the Year

Well, this is my last column for 2021 and it has been one heck of a year. We thought 2020 was challenging. But I think we could argue that on many fronts this year was not exactly a breath of fresh air -- and we still have more than a week remaining for the world to surprise us Typically, at the end of the year, I try to pick a product that impress...

OPINION

Tesla Smartphone Could Be a Game Changer

Elon Musk tends to gravitate between brilliant and crazy, making him a lot of fun to watch if you aren't an investor Investors have way too many moments where they may regret their stakes in Musk's companies, given he makes the related securities and several cryptocurrencies far more volatile than they otherwise would be....

OPINION

Snapdragon 8 Suggests the End of PCs and Smartphones as We Know Them

OK, don't get excited; the death of PCs and smartphones won't happen tomorrow. Nor did Qualcomm overtly declare its demise at the company's annual Snapdragon Tech Summit last week in Hawaii. However, it did announce a level of performance that will eventually make current smartphone and PC designs obsolete Qualcomm's rollout of its new Snapdragon 8...

5 Terrific Tech Gift Ideas for Your Holiday Shopping List

Thanksgiving has passed, and I'm sure we all had wonderful conversations with our relatives on safe topics like politics and religion and are feeling pretty good about not seeing some of those folks for at least another year. But, good news, our list of folks to buy gifts for likely got significantly shorter! It is my tradition to write a piece on ...

OPINION

Qualcomm and How the Market Is Pivoting From Processor Power to Modem Power

Qualcomm's investor day was last week and its CEO Cristiano Amon made a comment I disagree with, though the outcome to Qualcomm is the same or better. Amon said everything is going mobile, but I don't think that is correct I argue instead that everything is becoming cloud-connected. I also suggest that this cloud-connected capability favors Qualcom...

OPINION

Nvidia Launches Earth 2 and Goes to War Against Climate Change

Nvidia's big GTC conference took place last week. This event has become more and more interesting over the years, with less and less emphasis on Nvidia's GPU business -- which makes me wonder if it is time to change the name While Facebook certainly caught much interest with its name change to Meta, Nvidia builds much of the required infrastructure...

OPINION

Why Microsoft Again Became the World’s Most Valuable Company

Microsoft, on Oct. 29, once again surpassed Apple to take the top spot as the most valuable publicly traded company in the world At its annual Ignite conference last week, the company provided an overview of all things Microsoft, which highlighted why it deserves that top spot. It's because unlike other companies -- Facebook, for instance -- Micros...

OPINION

How Qualcomm Can Seize the Smartwatch Market From Apple

Qualcomm doesn't like Apple very much, which is understandable given how Apple tried to put it out of business. Though another reason Qualcomm doesn't like Apple is that in Apple's vertically integrated world, Qualcomm is redundant One of the big problems for Qualcomm is that the Apple Watch remains superior in terms of features and overall capabil...

OPINION

Google vs. Apple Smartphones: Similar Capabilities, Polar Opposites in Strategic Execution

We are often faced with similar choices at first glance that later turn out to be very different Looking at the latest iPhone and Pixel smartphones' launches on the surface, both products seem to embrace beautiful screens, advanced cameras, and differentiated designs....

BlackBerry IVY and the Future of Electric Vehicles

BlackBerry held its annual security conference last week. The messaging was split between Blackberry's impressive updates to its ever-expanding security services -- which are among the few using AI in security solutions -- and its automotive efforts Along with the auto industry, BlackBerry's automotive initiatives are increasingly focused on electr...

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